United Capital Financial Advisors’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,125
| Closed | -$221K | – | 1199 |
|
|
2022
Q1 | $221K | Buy |
5,125
+152
| +3% | +$6.56K | ﹤0.01% | 1083 |
|
|
2021
Q4 | $225K | Buy |
4,973
+5
| +0.1% | +$226 | ﹤0.01% | 1109 |
|
|
2021
Q3 | $225K | Buy |
4,968
+7
| +0.1% | +$317 | ﹤0.01% | 1097 |
|
|
2021
Q2 | $204K | Buy |
+4,961
| New | +$204K | ﹤0.01% | 1159 |
|
|
2020
Q1 | – | Sell |
-5,420
| Closed | -$207K | – | 1380 |
|
|
2019
Q4 | $207K | Buy |
+5,420
| New | +$207K | ﹤0.01% | 1257 |
|
|
2019
Q3 | – | Sell |
-5,878
| Closed | -$228K | – | 1491 |
|
|
2019
Q2 | $228K | Sell |
5,878
-437
| -7% | -$17K | ﹤0.01% | 1308 |
|
|
2019
Q1 | $238K | Sell |
6,315
-16,019
| -72% | -$604K | ﹤0.01% | 1194 |
|
|
2018
Q4 | $743K | Sell |
22,334
-8,374
| -27% | -$279K | 0.01% | 788 |
|
|
2018
Q3 | $1.47M | Sell |
30,708
-1,450
| -5% | -$69.4K | 0.01% | 672 |
|
|
2018
Q2 | $1.59M | Sell |
32,158
-423
| -1% | -$20.9K | 0.01% | 644 |
|
|
2018
Q1 | $1.61M | Buy |
32,581
+260
| +0.8% | +$12.9K | 0.01% | 650 |
|
|
2017
Q4 | $1.63M | Buy |
32,321
+1,361
| +4% | +$68.6K | 0.01% | 651 |
|
|
2017
Q3 | $1.56M | Sell |
30,960
-3,010
| -9% | -$152K | 0.01% | 642 |
|
|
2017
Q2 | $1.59M | Buy |
33,970
+1,859
| +6% | +$86.8K | 0.01% | 635 |
|
|
2017
Q1 | $1.71M | Buy |
32,111
+2,160
| +7% | +$115K | 0.02% | 604 |
|
|
2016
Q4 | $1.63M | Buy |
29,951
+1,976
| +7% | +$108K | 0.02% | 610 |
|
|
2016
Q3 | $1.2M | Buy |
27,975
+4,265
| +18% | +$183K | 0.01% | 727 |
|
|
2016
Q2 | $948K | Buy |
23,710
+1,463
| +7% | +$58.5K | 0.01% | 749 |
|
|
2016
Q1 | $826K | Buy |
22,247
+2,791
| +14% | +$104K | 0.01% | 749 |
|
|
2015
Q4 | $839K | Buy |
+19,456
| New | +$839K | 0.01% | 737 |
|